5 Best CRMs for agencies

As your agency grows, so does the chaos—more clients, more campaigns, more moving parts. Staying organized isn't optional.

You need a sales stack that keeps everything running smoothly. A good CRM helps you centralize client communication, track progress across projects, and automate follow-ups—without dropping the ball. In this post, we'll walk you through the best CRM tools for agencies, with a focus on solutions that help you streamline workflows, strengthen client relationships, and scale with confidence.

For growing agencies with 20-50 team members, finding the right balance of functionality and ease-of-use is particularly crucial.

👉🏼 Try folk now to organize client data and automate follow-ups

Почему вам нужна CRM

As busy agency, managing client relationships and streamlining operations can be challenging.

A CRM system can be a game-changer in simplifying these tasks and driving growth.

Проблемы без CRM

Managing an agency without a CRM can lead to several issues that hinder growth and efficiency. Here are common challenges faced by agency founders.

• Disorganization: Without a centralized system, keeping track of client information and communications becomes chaotic.
• Missed opportunities: Potential leads can fall through the cracks due to lack of follow-up and tracking.
• Inefficient Processes: Manual processes consume time and resources, reducing overall productivity.
• Lack of insight: Without data analytics, it's difficult to make informed decisions and identify growth opportunities.
• Inconsistent communication: Clients receive mixed messages due to uncoordinated communication efforts.

Преимущества CRM

Fortunately, the right CRM offers numerous advantages that can significantly enhance your agency's performance. Here are the key benefits.

• Centralized information: All client data is stored in one place, making it easily accessible and organized.
• Enhanced efficiency: Automating routine tasks frees up time for more strategic activities.
• Improved customer relationships: Personalized interactions and timely follow-ups strengthen client loyalty.
• Better decision-making: Data-driven insights help in making informed business decisions.
• Increased sales: Streamlined sales processes and better lead management boost conversion rates.
• Consistent communication: Coordinated efforts ensure clear and consistent messaging to clients.
  
  

How to boost your agency's efficiency with a CRM

There are a few ways a CRM can help you boost your agency's efficiency. Below, we've mapped out some common use cases.

1. Составьте схему вашего процесса

To optimize your agency's workflow, it's crucial to map out each phase of your process. This includes defining key milestones from lead generation to project completion. A CRM tailored for agencies can help you track these stages seamlessly, ensuring that no step is overlooked and every task is executed on time.

2. Квалификация лидов

Effective lead qualification is essential for maximizing your agency's resources. Utilize your CRM to score leads based on criteria such as engagement level, budget, and project timeline. This helps prioritize high-potential clients and streamlines your sales efforts, making your team more efficient.

3. Outreach and follow-iup

Automating your outreach can significantly enhance your productivity. Use your CRM to set up personalized email and LinkedIn campaigns targeting different segments of your audience. This ensures consistent communication and timely follow-ups, increasing your chances of converting leads into loyal customers.

Nurture Existing Leads, Customers

Keeping existing clients engaged is just as important as acquiring new ones. Your CRM can help you identify opportunities for upselling and cross-selling by tracking client interactions and purchase history. Implement targeted campaigns that offer additional services or products relevant to their needs, fostering long-term relationships and boosting revenue.

Как оценить и выбрать CRM

With a lot of CRMs on the market, it can be hard to figure out which CRM fits your business goals. To help you with your decision making process, we've put together these top tips.

1. Определите свои требования

For agencies, the right CRM should cater to specific needs such as client relationship management, project tracking, and team collaboration. Identify key features like automation, customization, and integration capabilities with tools you already use. Consider whether the CRM can handle your client volume and support your growth. Unsure where to start? Use the following list of key features we've created for you, and make edits according to your specific requirements.

Key features of a CRM for agencies

• Автоматизированные процессы: оптимизирует задачи за счет автоматизации повторяющихся рабочих процессов.
• Contact enrichment: Automatically finds leads and customers email addresses and LinkedIn profiles , enhancing efficiency.
• Структурированный конвейер: отслеживает лиды и клиентов на определенных этапах, обеспечивая ясность и эффективность процесса.
• Последовательности электронных писем: повышают эффективность коммуникации с помощью шаблонов для последующих действий и автоматизированных последовательностей.
• LinkedIn connection: Seamlessly imports contacts from LinkedIn and tracks conversations within the CRM to leverage your network and social sales strategy.
• Аналитика: предоставляет необходимый анализ данных и прогнозную информацию для более эффективного планирования.

2. Соображения бюджета

While evaluating CRMs, balance the cost against the return on investment. Look for scalable solutions that fit your budget without compromising essential features. Remember, a higher upfront cost might be justified if the CRM significantly boosts productivity and client satisfaction.

3. Процесс отбора

Start by researching CRM vendors that specialize in agency solutions. Check reviews, request demos, and ask for case studies relevant to your industry. Engage with vendors to understand their support and training offerings. Shortlist those that align with your requirements and budget.

4. Получите демо-версию

Before committing to a CRM solution, it's crucial to see it in action. A demo allows you to explore the features, interface, and overall usability of the CRM. This hands-on experience helps you determine if the CRM meets your agency's specific needs. Consider scheduling a demo to get a personalized walkthrough. Get started with a demo of folk to see how it can streamline your agency's operations.

3 совета по внедрению CRM

At this stage, it's time to get excited about your brand new CRM. To help you get familiar with it quicker, we suggest ticking the following three things off your to-do list in your first few weeks with it.

1. Импортируйте свои данные в новую CRM-систему.

Migrating your existing data is a critical step when switching to a new CRM. Start by exporting your current data as a CSV file. This ensures that all your valuable client information is seamlessly transferred to your new CRM. And, means you won't have to add individual contact information manually.

2. Создайте свой первый конвейер

Setting up your first pipeline tailored to your agency's workflow is essential. Define the stages that reflect your agency's sales or project management process, such as Lead Generation, Proposal Sent, Client Onboarding, and Project Completion. This customization helps in tracking the progress of each client and project efficiently, ensuring nothing falls through the cracks.

3. Привлеките свою команду

Once your CRM is set up, it's vital to get your team on board. Conduct training sessions to familiarize them with the new system, highlighting how it will benefit their daily tasks. Encourage them to explore the CRM and address any questions or concerns they might have. A well-trained team ensures that your CRM implementation is successful and that everyone is aligned towards maximizing its potential.

The 5 best CRMs for agencies

1. народный

folk is a modern CRM platform for managing contacts, workflows, and relationships, offering customizable pipelines, AI-driven tools, and integrations to enhance deal management and prospecting. For agencies with 20-50 team members, folk CRM stands out as the optimal choice, providing the perfect balance of sophisticated features and intuitive usability that growing agencies need to manage their expanding client base effectively.

Основные характеристики

• Обогащение контактов: автоматически обогащает контактные данные, находя адреса электронной почты и URL-адреса LinkedIn, что позволяет эффективно связываться с клиентами без ручного ввода данных или дополнительных затрат на услуги электронной почты.
• LinkedIn integration: Seamlessly import contacts from LinkedIn and Sales Navigator to track contacts within folk, and use templates for quicker, streamlined communication.
• Mail merge and email sequences: Full email sync compatible with Gmail and Outlook, with access to automation for your email sequences, templates, and tracking features, enabling users to manage all communications directly from the CRM.
• Функции на базе искусственного интеллекта: инструменты искусственного интеллекта помогают управлять контактами и отношениями, автоматизировать рутинные задачи и предлагать действия для повышения производительности.
• Integrations: In addition to connecting to 6,000+ apps via Zapier and Make, folk offers an open API and native integrations like Kaspr, Allo, Salesforge, PandaDoc, and native WhatsApp.

Плюсы

• Простота использования: folk хвалят за интуитивно понятный интерфейс, который делает его доступным даже для пользователей без технических знаний, благодаря быстрой адаптации и минимальной кривой обучения.
• Все в одном: folk оптимизирует ваш рабочий процесс, позволяя импортировать контакты из LinkedIn, автоматически находить их адреса электронной почты, связываться с ними с помощью настраиваемых последовательностей писем и отслеживать взаимодействия в конвейере, устраняя необходимость в использовании нескольких инструментов и экономя время и деньги.
• Интеграция с LinkedIn: легко импортируйте контакты из LinkedIn, отслеживайте переписку в Folk и используйте шаблоны для более быстрой и удобной коммуникации.
• Full customizability: Make folk work for you with its custom fields, pipelines, dashboards, automation and workflows. folk can support multiple business functions across sales, marketing, recruitment and more so your team can collaborate better.
• Integrations: Beyond Zapier and Make (for 6,000+ apps), folk also provides an open API and native integrations such as Kaspr, Allo, Salesforge, PandaDoc, and native WhatsApp.

Минусы

• Reporting and analytics: folk includes advanced dashboards covering pipeline and deal stages, forecasting with weighted probabilities, and performance breakdowns by owner, channel, region, and any custom field.
  
  

Цены и тарифные планы

Вы можете попробовать folk бесплатно в течение 14 дней. После этого действуют следующие тарифные планы:

• Стандартный: 20 долларов США за пользователя в месяц.
• Премиум: 40 долларов США за пользователя в месяц.
• Индивидуальная настройка: от 60 долларов США за пользователя в месяц.

2. HubSpot

Hubspot CRM is a user-friendly, scalable platform offering integrated tools for managing sales, marketing, customer service, and operations efficiently.

Основные характеристики

• Marketing Hub: Includes email marketing, ad tracking, landing pages, and lead generation tools, essential for agencies managing multiple client campaigns.
• Sales Hub: Provides deal tracking, pipeline management, sales automation, and reporting, helping agencies streamline their sales processes and close deals faster.
• Service Hub: Offers customer service tools like ticketing, live chat, and knowledge bases, ensuring agencies can provide top-notch support to their clients.
• Operations Hub: Syncs and automates business processes across different systems, allowing agencies to maintain efficiency and consistency in their operations.
• Lead scoring: Prioritize leads with predictive scoring to improve sales efficiency and focus on high-potential prospects.

Плюсы

• User-friendly interface: Known for its intuitive and easy-to-use interface, making it accessible for users of all skill levels, which is crucial for agencies with diverse teams.
• Comprehensive free plan: Offers a robust free version that includes essential CRM features, making it ideal for small agencies looking to start without a significant investment.
• Безупречная интеграция с маркетинговыми инструментами: легко интегрируется с маркетинговыми, торговыми и сервисными центрами, создавая единую платформу для входящего маркетинга и управления клиентами.
• Automation capabilities: Provides powerful automation tools for tasks like email marketing, lead nurturing, and sales workflows, helping agencies save time and improve efficiency.
• Customizable dashboard and reports: Allows users to create customized dashboards and reports to track metrics and gain insights into business performance, which is essential for agency reporting.

Минусы

• High cost at higher tiers: Pricing can become expensive as you move to higher tiers, which may be prohibitive for small agencies as they scale.
• Limited customization in free plan: The free plan and lower tiers have limited customization options, which can restrict flexibility for growing agencies.
• Сложность расширенных функций: некоторые расширенные функции, такие как настраиваемые отчеты и рабочие процессы, требуют длительного освоения и могут потребовать дополнительного обучения.
• Email marketing limits: Email marketing functionality in the free plan is restricted by limits on the number of emails you can send, which can be a drawback for agencies with larger client lists.
• Additional costs for add-ons: Many useful features, like advanced CRM capabilities and integrations, come as paid add-ons, increasing the overall cost.
  
  

Цены и тарифные планы

HubSpot's prices and plans on the CRM suite for an annual subscription are as follows.

• Стартовый пакет: 15 долларов США за пользователя в месяц.
• Профессиональная версия: 450 долларов США за пользователя в месяц.
• Enterprise: 1500 долларов США за пользователя в месяц.

3. Pipedrive

Pipedrive — это веб-CRM для малых предприятий, предлагающая управление лидами, автоматизацию, интеграцию с электронной почтой и настраиваемые конвейеры для оптимизации продаж.

Основные характеристики

• Lead and deal management: Centralized tools to manage leads and customer data, interactions, and sales pipelines, helping agencies act quickly on opportunities.
• Sales automation: Workflow automation to handle repetitive tasks, such as lead routing, follow-ups, and email sequences, allowing agency teams to focus on closing deals.
• Интеграция с электронной почтой: полная синхронизация электронной почты, шаблоны и функции отслеживания, позволяющие пользователям управлять всей коммуникацией непосредственно из CRM.
• Расширенные возможности отчетности и аналитики: аналитика данных в режиме реального времени и настраиваемые инструменты отчетности для отслеживания показателей продаж, прогнозирования выручки и получения полезной информации.
• Настройка и безопасность: возможности настройки конвейеров, полей и прав пользователей, а также надежные меры безопасности для защиты данных.

Плюсы

• User-friendly interface: Pipedrive is known for its intuitive and visually appealing interface, making it easy for users to navigate and manage their sales pipelines.
• Sales pipeline focus: Pipedrive is specifically designed for managing sales pipelines, offering a visual approach that helps agency teams track deals and activities effectively.
• Customization: Pipedrive allows for a high degree of customization, enabling users to tailor the platform to their specific sales processes with custom fields and workflows.
• Automation features: Pipedrive includes automation tools that help streamline repetitive tasks, such as sending follow-up emails and moving deals through the pipeline, saving time and boosting productivity.
• Third-party integrations: Pipedrive integrates with a wide range of third-party applications, such as Google Workspace, Slack, and Zapier, enhancing its functionality and flexibility.

Минусы

• Limited advanced features: Pipedrive lacks some of the more advanced CRM features, such as extensive marketing automation and AI capabilities, which are available in other platforms.
• Базовая отчетность на нижних уровнях: функции отчетности и аналитики в базовых планах несколько ограничены, что требует обновления для доступа к более подробной информации.
• No built-in email marketing: Pipedrive does not include built-in email marketing features, requiring users to integrate with third-party email tools for such functionality.
• Limited customer support hours: Customer support is not available 24/7, which can be inconvenient for agencies operating in different time zones or needing immediate assistance.
• Price increases with add-ons: The cost of Pipedrive can increase quickly when additional features or integrations are added, making it less cost-effective for agencies with growing needs.
  

Цены и тарифные планы

An annual subscription plan basis is as follows.

• Essential plan: Starts from $24 per user, per month.
• Расширенный план: от 44 долларов США за пользователя в месяц.
• Power plan: Starts from $79 per user, per month.
• Enterprise plan: Starts from $129 per user, per month.

4. Streak

Streak — это инструмент для управления взаимоотношениями с клиентами (CRM), который напрямую интегрируется с Gmail, позволяя пользователям управлять своим каналом продаж и взаимодействиями с клиентами прямо из почтового ящика. Разработанный для упрощения задач CRM, Streak предлагает такие функции, как отслеживание электронной почты, слияние писем, управление задачами и визуализация канала продаж, которые легко интегрируются в интерфейс Gmail.

Основные характеристики

• Advanced CRM: Manage leads and customers with ease.
• Shared pipelines: Collaborate on sales and project pipelines with your team.
• Email tracking and snippets: Monitor email interactions and use pre-written templates for quick responses.
• Google Workspace integrations: Seamlessly integrate with Google Workspace for a unified workflow.
• Mobile access: Access your CRM data on the go with mobile support.

Плюсы

• Seamless Gmail integration: Manage CRM activities directly within Gmail, simplifying the user experience.
• User-friendly and intuitive: Minimal training required due to its familiar Gmail interface.
• Customizable pipelines: Tailor pipelines to fit various agency workflows like sales and project management.
• Email tracking and automation: Improve communication with email tracking, mail merge, and automated follow-ups.
• Collaboration features: Real-time sharing of pipelines, emails, and notes enhances teamwork.

Минусы

• Limited advanced CRM features: Lacks detailed analytics and advanced reporting, which may be needed by larger agencies.
• Reliance on Gmail: Not suitable for agencies using other email platforms; dependent on Gmail's functionality.
• Basic mobile experience: Mobile app offers limited features compared to the desktop version.
• Integration limitations: Fewer integrations with third-party tools can limit its effectiveness for some agencies.
• Potential email clutter: Managing CRM data within an email interface can lead to a cluttered inbox.

Цены и тарифные планы

Streak's annual subscription is as follows.

• Плюсы: от 49 долларов США за пользователя в месяц.
• Pro +: от 69 долларов США за пользователя в месяц.
• Enterprise: от 129 долларов США за пользователя в месяц.

5. Salesforce

Salesforce — это надежная CRM-платформа для крупных предприятий, предлагающая инструменты для продаж, маркетинга, обслуживания и аналитики с широкими возможностями масштабирования.

Основные характеристики

• Lead and customer management: Salesforce excels in managing leads and customers, allowing agencies to track interactions and nurture relationships effectively.
• Marketing automation: Automate email campaigns, social media posts, and other marketing activities to save time and enhance engagement.
• Customizable dashboards: Create personalized dashboards to monitor key performance indicators (KPIs) and track the success of various campaigns.
• Third-party integrations: Seamlessly integrate with tools like Mailchimp, Google Analytics, and Slack to streamline workflows and improve productivity.
• AI-powered insights: Utilize Salesforce Einstein to gain predictive insights and make data-driven decisions to optimize client strategies.

Плюсы

• Comprehensive feature set: Salesforce offers an extensive range of features covering sales, service, marketing, and more, making it a powerful tool for managing all aspects of customer relationships.
• Highly customizable: Salesforce is highly customizable, allowing businesses to tailor the platform to their specific needs with custom fields, objects, and workflows.
• Extensive integration capabilities: Salesforce integrates with a vast array of third-party applications, as well as its own ecosystem of tools, enabling seamless data flow across platforms.
• Scalability: Salesforce is highly scalable, making it suitable for businesses of all sizes, from small startups to large enterprises, with the ability to grow with your business.
• Advanced analytics and reporting: Salesforce provides powerful analytics and reporting tools, allowing businesses to gain deep insights into their data and make informed decisions.

Минусы

• High cost: Salesforce can be expensive, especially for small to medium-sized businesses, with high licensing fees and additional costs for add-ons and customization.
• Steep learning curve: Due to its extensive feature set and complexity, Salesforce often requires significant time and training for users to become proficient.
• Сложная настройка и адаптация: первоначальная настройка и адаптация могут быть сложными и часто требуют помощи экспертов или сертифицированных консультантов, что увеличивает общую стоимость.
• Пользовательский интерфейс: Некоторые пользователи считают интерфейс Salesforce устаревшим и не таким интуитивным, как другие современные CRM-платформы, что может затруднять его использование.
• Overwhelming for small teams: Salesforce's robust features may be overkill for smaller teams or businesses, leading to underutilization of the platform's capabilities.

Цены и тарифные планы

• Стартовый пакет: 25 долларов США за пользователя в месяц, предоставляет базовые функции CRM для малых предприятий.
• Профессиональный пакет: 100 долларов США за пользователя в месяц, включает в себя расширенные инструменты для растущих компаний.
• План «Enterprise»: 165 долларов США за пользователя в месяц, предлагает широкие возможности настройки и автоматизации для крупных компаний.
• Безлимитный тариф: 330 долларов США за пользователя в месяц, предоставляет комплексные функции для крупных предприятий.
• Einstein 1 Sales: 500 долларов США за пользователя в месяц — предоставляет аналитическую информацию на основе искусственного интеллекта и расширенные функции для крупных предприятий.

Заключение

👉🏼 Try folk now to manage pipelines and LinkedIn imports for your 20–50 person agency

Choosing the best CRM for your agency is a crucial decision that can significantly impact your efficiency and client relationships. Each CRM platform we've discussed—folk, Hubspot, Pipedrive, Streak, and Salesforce—offers unique features tailored to different needs and budgets. Whether you're a small agency looking for simplicity and integration with tools like Gmail or a larger enterprise needing extensive customization and advanced analytics, there's a CRM solution out there for you. However, for agencies with 20-50 team members, folk CRM emerges as the clear winner, offering the ideal combination of powerful features, ease of use, and cost-effectiveness that growing agencies need to thrive in today's competitive landscape. Evaluate your specific requirements, budget constraints, and the scalability of the CRM to ensure it aligns with your business goals. Start by exploring these platforms with free trials or demos to find the perfect fit for your agency. Try folk for free here.

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Часто задаваемые вопросы

What do Founder of an agency use as a CRM?

Founders of agencies commonly use CRMs like folk, Hubspot, Pipedrive, Streak, and Salesforce to manage client relationships, streamline operations, and drive growth. Each CRM offers unique features tailored to different needs, from simple contact management to advanced sales automation and analytics, making it easier for agencies to choose a solution that fits their specific requirements.

Do I need a CRM?

Yes, depending on the complexity of your process. A CRM can significantly enhance your agency's efficiency by centralizing client information, automating routine tasks, and providing valuable insights through data analytics. This can lead to better client relationships, improved decision-making, and increased sales, making a CRM a crucial tool for most agencies.

Сколько стоит CRM?

CRM costs vary widely, typically ranging from $15 to $500 per user per month. Entry-level plans start around $15-$25 per user per month, offering basic features suitable for small agencies. Advanced plans with more robust features can cost $100-$500 per user per month, catering to larger agencies with more complex needs.

Does folk's CRM respond to agencies needs?

Yes, folk CRM is exceptionally well-suited to agency needs, particularly for teams of 20-50 people. It offers an intuitive interface, customizable pipelines, and AI-driven tools that streamline contact management and prospecting. folk integrates with 6,000+ apps via Zapier and Make and also offers an open API plus native integrations (e.g., Kaspr, Allo, Salesforge, PandaDoc, and native WhatsApp) to centralize workflows. This makes it a comprehensive solution for managing workflows and enhancing productivity, addressing the specific requirements of growing agencies effectively while remaining cost-efficient and easy to implement.

Часто задаваемые вопросы

What is the best CRM for agencies?

The best CRM depends on team size, budget, and workflow. For 20–50 seat teams, folk combines intuitive setup with pipelines, contact enrichment, and email sequences. Alternatives include HubSpot, Pipedrive, Streak, and Salesforce. Test with trials.

What features should an agency CRM include?

Look for centralized contact data, customizable pipelines, task and follow-up automation, email sync and sequences, LinkedIn importing, analytics and forecasting, role-based permissions, and integrations or an open API to connect your stack.

How much does a CRM cost for an agency?

CRM pricing typically ranges from $15 to $500 per user per month. SMB tiers run about $15–$40; mid-tier $40–$100; enterprise $100+. Consider add-ons, implementation, seat count, and annual billing discounts when comparing total cost.

How do you implement a CRM in an agency?

Start by mapping stages and required fields, clean and import data via CSV, build the first pipeline, set templates and automations, connect email and key apps, train the team, define ownership and SLAs, and review dashboards weekly to drive adoption.